Financial Boss fees and pricing

Financial planner in Plainview, New York. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 31, 2026, Financial Boss charges a monthly fee of $1⁠-⁠$1,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Monthly fee: $1⁠-⁠$1,000/mo; “For clients with $500,000 or less in assets under management, investment management and financial planning services will be provided at a fixed monthly fee ranging from $1 to $1,000 per month depending on the service tier selected.”

Payment and refund terms, quoted from the fee section of the brochure.

“Advisory fees are directly debited from client accounts, or the client may choose to pay by Electronic Funds Transfer or credit card.”
“Accounts initiated or terminated during a calendar month will be charged a prorated fee based on the amount of time remaining in the billing period.”
“An account may be terminated with written notice at least 30 calendar days in advance.”

Principal: Justin Belkin
Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Registered as an adviser: 2022 (4 years).

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 0.88% a year
Employees: 1
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, selecting other advisers, educational seminars and workshops, and other services
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 319060
Website: financialboss.com (opens in new tab)
Phone: (631) 888-9109

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.